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First Trust Emerging Markets AlphaDEX Fund

116 hedge funds and large institutions have $335M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $314M → $335M (+$20.9M)

5% more funds holding

Funds holding: 111116 (+5)

0.21% more ownership

Funds ownership: 74.85%75.05% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
52
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
51
OneAscent Financial Services
Alabama
$706K +$38.7K +1,609 +6%
DADC
52
D.A. Davidson & Co
Montana
$702K +$3.1K +129 +0.4%
First Trust Advisors
53
First Trust Advisors
Illinois
$683K -$19.2K -797 -3%
HighTower Advisors
54
HighTower Advisors
Illinois
$678K -$21.5K -894 -3%
Citadel Advisors
55
Citadel Advisors
Florida
$658K +$661K +27,491 New
GSEP
56
Golden State Equity Partners
California
$658K +$661K +27,487 New
RG
57
Rathbones Group
United Kingdom
$642K +$65K +2,703 +11%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$609K +$53K +2,206 +10%
MML Investors Services
59
MML Investors Services
Massachusetts
$584K +$246K +10,233 +72%
SEIA
60
Signature Estate & Investment Advisors
California
$583K +$585K +24,344 New
CFGS
61
Concourse Financial Group Securities
Alabama
$545K +$32.8K +1,365 +6%
IWM
62
Iams Wealth Management
Nebraska
$532K -$204K -8,510 -28%
NW
63
NewEdge Wealth
Pennsylvania
$503K -$6.44K -268 -1%
FAM
64
Formidable Asset Management
Ohio
$407K +$721 +30 +0.2%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$357K +$18.7K +778 +5%
HSWS
66
Higgins & Schmidt Wealth Strategies
Colorado
$344K -$3.15K -131 -0.9%
LMKC
67
L.M. Kohn & Company
Ohio
$342K +$27.8K +1,155 +9%
OMC
68
Old Mission Capital
Illinois
$336K -$1.38M -57,519 -80%
RA
69
RFG Advisory
Alabama
$303K +$18.5K +770 +6%
TWM
70
Trueblood Wealth Management
Ohio
$281K
CCA
71
Clearwater Capital Advisors
Illinois
$275K
TA
72
TrueWealth Advisors
Alabama
$271K +$272K +11,316 New
GM
73
GeoWealth Management
Illinois
$269K +$32.2K +1,342 +14%
PVI
74
Pine Valley Investments
New Jersey
$262K +$17.1K +713 +7%
IFG
75
Independent Financial Group
California
$261K +$20.3K +846 +8%

FEM Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2024, worth a combined $335M — up 6.7% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $3.23M sold.

  • 116 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $335M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2024 was Private Advisor Group, an estimated $3.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2024 was WealthPLAN Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.